D.A. Davidson & CO. Sells 9,883 Shares of CocaCola Company (The) $KO

D.A. Davidson & CO. lessened its stake in shares of CocaCola Company (The) (NYSE:KO) by 3.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 294,472 shares of the company’s stock after selling 9,883 shares during the period. D.A. Davidson & CO.’s holdings in CocaCola were worth $19,529,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Greystone Financial Group LLC grew its holdings in shares of CocaCola by 1.1% during the third quarter. Greystone Financial Group LLC now owns 104,072 shares of the company’s stock valued at $6,902,000 after buying an additional 1,098 shares during the last quarter. Greenspring Advisors LLC purchased a new stake in shares of CocaCola during the third quarter valued at $479,000. Oregon Pacific Wealth Management LLC boosted its position in shares of CocaCola by 5.7% during the third quarter. Oregon Pacific Wealth Management LLC now owns 11,689 shares of the company’s stock valued at $775,000 after buying an additional 627 shares during the last quarter. LS Investment Advisors LLC increased its holdings in CocaCola by 12.6% in the 3rd quarter. LS Investment Advisors LLC now owns 11,767 shares of the company’s stock worth $780,000 after buying an additional 1,316 shares in the last quarter. Finally, Park Place Capital Corp raised its position in CocaCola by 40.8% in the 3rd quarter. Park Place Capital Corp now owns 21,159 shares of the company’s stock worth $1,403,000 after buying an additional 6,134 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

CocaCola Price Performance

NYSE KO opened at $67.98 on Tuesday. The business’s fifty day moving average is $70.45 and its 200 day moving average is $69.34. CocaCola Company has a fifty-two week low of $60.62 and a fifty-two week high of $74.38. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.00 and a current ratio of 1.21. The company has a market capitalization of $292.42 billion, a PE ratio of 22.51, a price-to-earnings-growth ratio of 3.56 and a beta of 0.39.

CocaCola (NYSE:KO) last posted its quarterly earnings data on Thursday, March 27th. The company reported $0.55 EPS for the quarter. CocaCola had a return on equity of 43.62% and a net margin of 27.34%.The firm had revenue of $11.40 billion for the quarter. Sell-side analysts predict that CocaCola Company will post 2.96 earnings per share for the current year.

CocaCola Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 1st were issued a dividend of $0.51 per share. The ex-dividend date of this dividend was Monday, December 1st. This represents a $2.04 annualized dividend and a yield of 3.0%. CocaCola’s payout ratio is currently 67.55%.

Insiders Place Their Bets

In related news, EVP Manuel Arroyo sold 139,689 shares of the company’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $70.80, for a total value of $9,889,981.20. Following the completion of the transaction, the executive vice president owned 58,067 shares of the company’s stock, valued at approximately $4,111,143.60. This represents a 70.64% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Max R. Levchin purchased 7,206 shares of the business’s stock in a transaction on Friday, October 24th. The stock was acquired at an average price of $69.87 per share, with a total value of $503,483.22. Following the purchase, the director directly owned 14,267 shares in the company, valued at $996,835.29. This represents a 102.05% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders sold 225,252 shares of company stock valued at $15,953,007. Insiders own 0.90% of the company’s stock.

CocaCola News Roundup

Here are the key news stories impacting CocaCola this week:

• Positive Sentiment: Sharper revenue‑growth management (RGM) is being credited with driving pricing, mix and pack gains that are keeping organic growth resilient despite uneven demand — a sustained RGM execution could support margins and forward guidance. Can Coca‑Cola’s Revenue Growth Management Fuel Next‑Leg of Upside?
• Positive Sentiment: A recent filing shows Rep. Lloyd Doggett purchased just over $5,000 of KO stock — a modest insider/connected buy that can be read as a small vote of confidence by an insider or related party. Recent Filing Shows That Rep. Lloyd Doggett Bought Over $5K Worth of Coca‑Cola Stock
• Positive Sentiment: Coca‑Cola continues to be cited as a long‑term dividend stalwart and a Buffett holding, which supports steady investor demand from income and value‑oriented buyers. 5 Dividend Stocks to Hold for the Next 25 Years
• Neutral Sentiment: Valuation signals are mixed: DCF and P/E analyses offer different takeaways on whether KO is cheap or fairly priced — mixed valuation can limit buyer conviction even if fundamentals hold. Assessing Coca‑Cola (KO) Valuation As DCF And P/E Signals Offer Mixed Messages
• Neutral Sentiment: News around Coca‑Cola and PepsiCo in Venezuela highlights ongoing geopolitical/regulatory risk in certain emerging markets — material for regional operations but unlikely to move KO’s global thesis unless escalations occur. PepsiCo and Coca‑Cola’s long history in Venezuela takes a new turn
• Negative Sentiment: Market reports note KO shares slid while broader markets rose, with elevated intraday volume pointing to profit‑taking or sector rotation — a short‑term technical headwind. Coca‑Cola (KO) Stock Slides as Market Rises: Facts to Know Before You Trade

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on KO. Piper Sandler raised their price target on shares of CocaCola from $80.00 to $81.00 and gave the company an “overweight” rating in a report on Wednesday, October 22nd. Cowen restated a “buy” rating on shares of CocaCola in a research report on Wednesday, October 22nd. Evercore ISI restated an “outperform” rating on shares of CocaCola in a report on Tuesday, October 21st. Bank of America boosted their target price on shares of CocaCola from $78.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Finally, Wells Fargo & Company increased their price target on CocaCola from $75.00 to $79.00 and gave the company an “overweight” rating in a report on Wednesday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating and fifteen have given a Buy rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $79.08.

CocaCola Company Profile

The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.

Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.